Redtail CRM
Welcome to our official Redtail CRM feedback forum!
Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.
96 results found
-
LPL Integration
prior to being at LPL I was with a firm that used pershing. They worked with Smart Office so that everything I entered in SO was pulled directly into pershing and allowed me to open an account with data entry only once. I can't do that with RT and Clientworks. In addition, the KYC section of RT is clunky and shouldn't be on separate pages.
6 votes -
when trying to get rid of the Important Information icon ( ! ) it would be beneficial to have a 'Delete' choice instead of clearing the fie
when trying to get rid of the Important Information icon ( ! ) it would be beneficial to have a 'Delete' choice instead of clearing the field, leaving room for error.
6 votes -
Review Date Import
Please add the functionality to import every detail (not just First Review Date as it is currently) of Client Review Dates from a spreadsheet with columns for:
First Review Date
Repeats Dropdown Options (never, daily, etc.)
Repeats every X years
Repeats yearly on (checkbox yes/no)
on 1st/2nd/3rd/4th/last
{Day of Week}
Each {Month}
Repeat Ends Dropdown OptionsThis import would be much, much more convenient than adding these details one by one manually to each contact.
6 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Add Citizenship field to Contact Details on 1st Page of Contact
Add "Citizenship" information to the "Contact Details". Contact Details is more visible for this highly important information vs. being buried in "Know Your Client". This has caused our staff to periodically overlook this information and forced account opening corrections after the fact with further embarrassing interaction w/the client.Thank you!!!
5 votes -
Add Free Text Field to Know Your Client - Professional Contacts
In 'Know Your Client' - 'Professional Contacts', an additional free text field would be extremely helpful. When a client is working with a law or CPA firm, we'd like to be able to add the name of their attorney or CPA without adding each individual as a Redtail contact.
4 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Adding the most recent Notes listed to clients on reports
As we need to track our interaction with our Senior Clients (62 years+) per the SEC, it would be nice to be able to have the most recent note come over on reports (ex: RMD reports, client reports by age, etc.) so that we can generate a report, show the last contact had with any notes that are entered and save for auditing purposes.
4 votes -
Add employer name and address to Employments section of Know Your Client, so it's exportable to Laser App.
Add employer name and address to Employments section of Know Your Client, so it's exportable to Laser App.
4 votes -
In the Know Your Client, Under Written Agreements, can a tab be added for IAC?
In the Know Your Client, Under Written Agreements, can a tab be added for IAC? (Investment Advisory Contract)
4 votes -
Can we do a custom export of Personal Interests? Located: Know Your Client / Misc Client Info / Personal Interests Thank you
Can we do a custom export of Personal Interests?
Located: Know Your Client / Misc Client Info / Personal Interests
Thank you.3 votes -
Change Retirement Date Field to "Left Employer"
The Retirement Date field should be retained (somewhere), however, I would like to see a "Left Employer" field. Just because they don't work there anymore, it doesn't necessarily mean the person retired. We handle a lot of employee benefits and it would be great to have a field for their end date.
Yes, I know we can use a UDF, but those don't work with Quicklists or Automations.
3 votes -
by default, Provinces in Canada automatically show up when contact Country is Canada as well as ID for Passport or DL
If contact record is Canadian, all fields related to contact should default to Canadian option. If an address is indicated as Canadian the default province option automatically show up. These same options should apply to Drivers license, passport and other KYC options We have a Social Insurance Number used as ID as opposed to social security or Tax ID. Our format is 9 digits with spaces every 3, similar to tax ID area.
3 votes -
Add a new field to the Banking section under Financials to include balance amount
In the Banking section under Financials, it would be helpful if there is an additional column to capture the balance in each of the particular Banks that are added.
3 votes -
tolerisk
Link with Tolerisk
1 vote -
Have an Interest Rate Field for Liabilities
When entering a liability for the Net Worth, it would be nice to have Liability Type and an Interest Rate. With this we could search our database to see which clients have mortgages that need to be refinanced when rates drop.
1 vote -
Ciroc Summer Citrus Vodka - Buy Now
Add excitement to the hot summer days with Ciroc Summer Citrus, the limited edition vodka offered by Ciroc. These top-quality grape-based spirits offer a hint of citruses like orange and lemon and are considered ideal for creating superb cocktails.
1 vote -
I
Under Know Your Client/Identifications.
When you choose Passport – Under the State option, you should be able to choose the Country of the passport. I have one client that it would be USA, but there is another client that it would be India. It would be great if I could add to the pick list under State category.1 vote
- Don't see your idea?